JM
JM

Justin Mclaughlin

39 Years of Experience
Naples, FL
1 DisclosureBroker

Justin Mclaughlin is a registered investment advisor at Wells Fargo Advisors, based in Naples, FL, with 39 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

8625 Tam, 8625 Tamiami Trail N. 4th Floor, Naples, FL, 34108

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 1994
Settled
Other Business Activities

Justin is a co-trustee for his father, an investment-related activity, dedicating minimal time. He also has 100% ownership with his spouse in 246BB LLC to build a home for sale, dedicating a few hours per week.

Employment History
Current Registrations
Wells Fargo Advisors
May 2023 - Present · 3 yrs
Wells Fargo Advisors Financial Network, LLCBroker
May 2023 - Present · 3 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2008 - May 2023 · 15 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - May 2023 · 15 yrs 4 mos
A. G. Edwards & Sons, INC.
July 1994 - January 2008 · 13 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
September 1986 - January 2008 · 21 yrs 4 mos
State Registrations34 states
AZCACOCTDCDEFLGAIAILMAMDMEMIMNMOMSNCNHNJNMNYOHOKORPARISCTNTXUTVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.